A First-Class Exit.
One advisor, from Exit Preparation through Exit Management
We help Australian and New Zealand founders prepare early, become exit-ready and go to market when the timing is right
Prepare early so you can exit from a position of strength
Experience across our team
$1bn+
transaction value advised on50+
transactions completedHundreds
of buyer relationships supporting the Deep Buyer Waves process
FROM PREPARATION TO EXIT
Exit Preparation and Exit Management are two stages of one connected journey
Exit Preparation uses the time before a live process to improve exit readiness, strengthen valuation defensibility and positioning, and build early buyer relationships. When the business and timing are right, Exit Management prepares the business for market and runs a controlled, competitive process through to completion.
Exit Preparation
Get the business exit-ready before going to market. Strengthen the narrative, prepare materials and supporting evidence, address key risks and develop early relationships with potential buyers.
Typical duration: 12 – 24 monthsPrepare for market and run a controlled, competitive sell-side process, from buyer strategy and outreach through negotiation, diligence and completion, for a higher exit value and greater certainty of outcome.
Exit Management
Typical duration: 6 – 9 monthsUse the time before your Exit Management process to improve value and certainty
EXIT PREPARATION
Exit Preparation gives you time to strengthen the factors that shape exit value and the likelihood of a successful outcome. You can choose the right timing, resolve readiness gaps and build a credible narrative with proof. You can also develop early relationships with the buyers most likely to value the business highly.
The result is a stronger position when you go to market, with greater negotiating leverage, fewer surprises and more confidence in the process.
SECTOR EXPERIENCE
What buyers value differs by sector
We focus on the economics, risks and buyer considerations that shape value in ecommerce, software and services. This includes how AI may strengthen the business or disrupt its market position.
Ecommerce / DTC
Margin quality, repeat purchase, channel mix, inventory and brand strength.
Software
Retention, ARR quality, growth efficiency, product depth and category position.
Services
Recurring revenue, leadership depth, delivery systems, client concentration and key-person risk.
THE GREAT OUTCOME
Define what a great outcome looks like before you go to market
The Great Outcome creates alignment on what a successful exit means for you and your shareholders. That covers the value you are seeking, timing, the right acquirer, deal structure, your role after the transaction, and the outcome for your team and customers. A first-class exit is about executing the process in a way that gives you the best chance of achieving that outcome.
OUR TEAM AND TRACK RECORD
Experience as founders, investors and M&A advisers.
Our team has founded, invested in and advised companies across software, ecommerce and services. We work as one team on every engagement, from positioning the business to managing key buyer relationships, assessing offers and negotiating terms.
Ari Klinger | Co-founder
James Whalley | Co-founderTHE EXIT EQUATION
Understand what drives your value before you go to market.
The Exit Equation makes exit value legible. Headline price is units multiplied by a multiple. Units capture realised scale, usually revenue or profit. The multiple prices buyers’ expectations of future growth, quality and risk. Knowing which levers move each side, while there is still time to act, is the foundation of Exit Preparation.
Headline price
=
Units
×
Multiple
What shapes the multiple
Category position & growth outlook
Competitive strength
Financial strength
Leadership
Lower risk
A CONFIDENTIAL CONVERSATION
Looking to understand how the market may view your business, prepare for an exit, or go to market?
We can help you assess your options, timing and current readiness, and determine the right next step.